BRN Discussion Ongoing

I find this interestingly strange! The Cyprus Shipping News, both on its website and on LinkedIn (with over 11 thousand followers), posts about Frontgrade Gaisler licensing BrainChip’s Akida IP.



I find it strange because the sites primary topics and discussion revolve around ships, shipping, logistics, etc, yet there is a page on their website about Brainchip (albeit a copy of a Business Wire article).

Could there be something cryptic in this? Could some of the behind the scenes, secretive, NDA related work, have something to do with this industry?
Hi HG and @Boab

This is a prev post of mine that could (?) have another dot to shipping.



Quite like this MYW.AI hook up.

Equipment as a Service appears to be a growing field and can def see where we fit.

Was having a look into what they've been up to & one project (feasability study), that completed late 22, interested me.

SAT-IS(F)ACTION​


SAT-IS(F)Action | ESA Space Solutions


business.esa.int

It was / is actually run by the ESA (Euro Space Agency) who also know us through EdgeX and MYW.AI was / is the Prime Contractor.

Snip below (can read the rest in the above link)

The SAT-IS(F)ACTION™-Satellite Augmented Tracking and Insurance Services for Food Supply Chains in Action study looked at how space technologies such as SatNAV and SatCOM as well as SatEO may be blended with new generation data intelligence and certification technologies, such as Edge AI, IoT and distributed ledger technologies (e.g. blockchain), to offer next generation Remote Container Monitoring solutions and CaaS (Containers-as-a-Service) business models improving food cargo tracking with extended services to increase overall food supply chains reliability and affordability aiming at the highest possible final customer “satisfaction”.

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The other thing it made me think of was something I posted back in November about Renesas and their bid for Sequans.

Sequans we're involved in another Euro based project, Ingenious H2020.

This project also revolved around intermodal and supply chains.

Snip from my previous post and link to read the rest and check relevant links fwiw.

Sequans Communications S.A. (NYSE: SQNS) is a leading developer and supplier of cellular IoT connectivity solutions, providing chips and modules for 5G/4G massive and broadband IoT. For 5G/4G massive IoT applications, Sequans provides a comprehensive product portfolio based on its flagship Monarch LTE-M/NB-IoT and Calliope Cat 1 chip platforms, featuring industry-leading low power consumption, a large set of integrated functionalities, and global deployment capability.

Sequans was also one of the consortium partners, with several others, in the INGENIOUS H2020 project which wrapped up around Mar this year.

Shipping / Intermodal supply chains was one of the POCs. Didn't someone post a like or something on BRN from someone in shipping not long ago or am I just getting tooooo many dots in my head :LOL:

The project says (excerpt) the following....


The iNGENIOUS network layer brings new smart 5G-based IoT functi¬onalities, federated Multi-Access Edge Computing (MEC) nodes and smart orchestration, needed for enabling the projected real-time capable use cases of the supply chain. Security and data management are fully recognized as important features in the project. iNGENIOUS will create a holistic security architecture for next-generation IoT built on neuromorphic sensors with security governed by Artificial Intelligence (AI) algorithms and tile-based hardware architectures based on security by design and isolation by default. In the application layer, iNGENIOUS new AI mechanisms will allow more precise predictions than conventional systems.

https://ingenious-iot.eu/web/architecture/

The project will culminate in 4 large-scale Proof of Concepts (PoCs) and 3 demos, covering 1 factory, 2 ports, and 1 ship, encompassing 6 use cases:​


Automated robots with heterogeneous networks

Improved driver’s safety with Mixed Reality and haptic solutions

Transportation platforms health monitoring

Inter-modal asset tracking via IoT and satellite technology

Situational understanding and predictive models in smart logistics

Supply chain ecosystem integration


 
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At some point NVIDIA and a couple of others will want a slice of the 'Edge' pie. NVIDIA could blow the others out of the water with a to good to refuse offer.
Insiders hold enough to accept only those 'to good to refuse offers'.
Any potential acquirer accumulating on market prior to a bid would have to buy a 'heap' and force the SP sky high.
BRN have played out their insider holdings strategy perfectly.
Hmm yes, yes..

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I find this interestingly strange! The Cyprus Shipping News, both on its website and on LinkedIn (with over 11 thousand followers), posts about Frontgrade Gaisler licensing BrainChip’s Akida IP.



I find it strange because the sites primary topics and discussion revolve around ships, shipping, logistics, etc, yet there is a page on their website about Brainchip (albeit a copy of a Business Wire article).

Could there be something cryptic in this? Could some of the behind the scenes, secretive, NDA related work, have something to do with this industry?
In the 2009 disaster film "2012" it is thought that the ships being built to survive the disaster are "Spaceships" when they are in fact "Arks".


From 20 seconds in.

I mean totally unrelated really..

But it came to mind, that perhaps the AKIDA use cases, being developed by Frontgrade Gaisler, are also applicable to large aquatic "ships" tankers etc, by the nature of their relative isolation in use?..
 
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Doz

Regular
Rothschild have a great saying :


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Tothemoon24

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Interview in link, I think we are a solid chance to be embedded within Mercedes SDV I’m not buying into the talk of neuromorphic technology being sometime away . That said there’s no mention of neuromorphic technology in the vid , interesting listen .

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Tothemoon24

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Balliwood

Member
In his response to a question about the overdue Akida 3 one could sense Hehir’s venerability to criticism of his failure to deliver an Akida II chip, in any one of its three variants. Think how persuasive an Edgebox might be with Akida II. In the early phase of a new technology a tangible and tested chip needs to be available for trial, before adoption. Software simulation is not enough.

Akida I is brilliant and enduring, yet we seem to have lost momentum. Perhaps this is behind staff churn. IP does hold out hope of high margins, once volume adoption occurs. But for now we need reality, not smoke and veils. Does Pico exist, in a tangible and tested form? Will Akida III continue the strange 3-variant idea? Which Akida II variant is the best bet for initial tape-out? Which foundry, what scale, how many, time slot, estimated price per chip? Can we please have some clear strategy.
 
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Quiltman

Regular
This may have been posted already ... I pop in & out of the forum.
I just had a look at the other place, had a shower to cleanse myself & will not return for a while.
The comments below are from the GM of our CONTRACTED customer.

There is much to like in the comments.

- integrated with RISC-V
- Frontgrade Gaisler had internal Akida product evangelists pushing internally. That's how I see Sounak Dey and team at TCS. That is what is needed to get early adopters across the line.
- their microprocessors have been deployed to every planet in the solar system. Future processors will be augmented with neuromorphic AI from BrainChip. That is, BrainChip will also reach across the solar system & beyond. That is cool !


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Luppo71

Founding Member
Thoughts anyone.
We still working with Microchip.
 
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IloveLamp

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Dallas

Regular
Latest Holdings, Performance, AUM (from 13F, 13D)
Rothschild Investment Corp /il has disclosed a total of 478 holdings in its most recent SEC filings. The most recent portfolio value is estimated at $1,185,327. Actual assets under management (AUM) is this value plus cash (which is not disclosed). Rothschild Investment Corp /il's largest holdings are Apple Inc. (US:AAPL), JPMorgan Chase & Co. (US:JPM), NVIDIA Corporation (US:NVDA), Alphabet Inc. (US:GOOGL) and Chevron Corporation (US:CVX). Rothschild Investment Corp/il's new positions include Kenvue Inc. (US:KVUE), Patterson-UTI Energy, Inc. (US:pTEN), iShares Trust – iShares Broad USD High Yield Corporate Bond ETF (US:USHY), iShares Trust – iShares Core S&P Total US Stock Market ETF (US:ITOT) and iShares Trust – iShares MSCI USA Min Vol Factor ETF (US:USM
 
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IloveLamp

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Frangipani

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By the way, someone else from our now closed-down Perth Research Institute recently relocated from WA to CA - right into the heart of Silicon Valley:

View attachment 69048

For the past couple of weeks, I’ve been waiting for Vi Nguyen Thanh Le to come out of stealth by posting the customary LinkedIn message

“I am happy to share that I am starting a new position as …”

Santa Clara is of course the heart of Silicon Valley, where tech giants such as AMD, Intel and NVIDIA are headquartered, but also lots of smaller semiconductor companies and start-ups:


And then there is a plethora of further potential employers in the surrounding cities of Silicon Valley, there is also Stanford University nearby etc

It will be very interesting to see who hired Vi Nguyen Thanh Le - as her LinkedIn profile says she is now based in the US, her work visa must have already been approved (once again, assuming she is not a US citizen). I am pretty sure she wouldn’t have updated her location on LinkedIn if her California stint was just a tourist or family visit.

What this reveal likely won’t tell us, though, is:
Was our company not able to offer her a US-based job after closing down her former workplace in Perth, did she consciously choose to switch employers or will she be working for a company hiding behind an NDA with BrainChip…

Lakshmi Varshika Mirtinti is currently a PhD student at Drexel University (graduating in 2025) who - as we find out from her comment underneath our CTO’s post - was working with Akida for her PhD thesis and is now keen on applying for a job with our company. Nice!

But there is something else about their little dialogue that caught my eye:

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Why was she expressing her interest in joining BrainChip’s Santa Clara team? Does that signify there is one? 🤔


Tony Lewis responded somewhat cryptically by saying “I am afraid the R&D team is located down south.”
He could have said “We don’t have a team in Santa Clara”, but he didn’t.

Not sure whether I am reading too much into his reply, but given that one of our former Perth Research Institute staff members - Vi Nguyen Thanh Le - has been based in Santa Clara for months now without ever updating her LinkedIn profile with regards to a new employer, could BrainChip either have placed a number of staff there with another company on a contract basis or possibly even have opened a small office in Silicon Valley?

Nothing but a wild idea so far - in case there is more to it regarding the latter, it will surely be featured in the upcoming podcast (even though I personally would expect them to announce such news through their social media channels at the time they eventuate.)

I just find the concrete reference to a BrainChip Santa Clara team odd, and our CTO’s reply struck me as somewhat ambiguous… Time will tell.

View attachment 74040

Further to my previous posts 👆🏻 speculating about a potential BrainChip presence of some kind in Santa Clara, in the heart of Silicon Valley, where tech giants such as AMD, Intel and NVIDIA are headquartered, but also lots of smaller semiconductor companies and start-ups:

Earlier today, I noticed a new job opening listed on the Brainchip website, looking for a Sales Director, US/Bay Area (advertised as being a remote job, though), who “will spearhead the sales initiatives of BrainChip Inc. in the US (Bay Area), focusing on expanding market share, fostering customer relationships, and driving revenue growth. This position is a pivotal member of the sales team, reporting directly to the VP of Global Sales.”

For those among you unfamiliar with the geographical term Bay Area: it refers to the nine California counties surrounding the San Francisco Bay. The Bay Area’s southern part encompasses what has become known as Silicon Valley.

What I find particularly intriguing is the sentence: “Expectation to complete at least one contract/deal within your first year of employment.”


Initially, I was a little puzzled by the word “expand” in the very first of the listed “essential job duties and responsibilities”…

Market Expansion: Develop and implement strategic sales plans to achieve sales targets and expand BrainChip's IP adoption in the US/Bay Area market

… but then I recalled that our first IP license was not signed with Tokyo-headquartered Renesas Electronics Corporation, the Japanese parent company, but with its wholly owned US subsidiary Renesas Electronics America, headquartered in Milpitas, CA, which happens to be in Santa Clara County!

(So if there really is a BrainChip “Santa Clara team”, I suppose they could potentially also be staff assisting Renesas engineers with Akida 2.0 and/or TENNs?)




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I just watched the interview with ceo of weebitnano
He really spells out the difficulty in getting a deal when you are a small company without runs on the board.
A very insightful interview for the people who can’t get there head around the length of time it actually takes to get there head beast moving.
Definitely worth a look
 
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This may have been posted already ... I pop in & out of the forum.
I just had a look at the other place, had a shower to cleanse myself & will not return for a while.
The comments below are from the GM of our CONTRACTED customer.

There is much to like in the comments.

- integrated with RISC-V
- Frontgrade Gaisler had internal Akida product evangelists pushing internally. That's how I see Sounak Dey and team at TCS. That is what is needed to get early adopters across the line.
- their microprocessors have been deployed to every planet in the solar system. Future processors will be augmented with neuromorphic AI from BrainChip. That is, BrainChip will also reach across the solar system & beyond. That is cool !


View attachment 75230
Brainchip reaching across the solar system. Gets intercepted by alien life forms. They employ the tractor beam to the satellite and reverse engineer Akida. Who is this genius, this PVDM. Let's head to earth and probe this PVDM.
Look out Peter, prepare to be probed.

SC
 
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Bravo

If ARM was an arm, BRN would be its biceps💪!
Interview in link, I think we are a solid chance to be embedded within Mercedes SDV I’m not buying into the talk of neuromorphic technology being sometime away . That said there’s no mention of neuromorphic technology in the vid , interesting listen .

View attachment 75225




I'm 100% in agreement with you @Tothemoon24!

I'm quite confident our technology will be included in the “Hey Mercedes” voice control system in the electric vehicles anticipated to enter production in 2026, tying in with the first models expected to feature the new Mercedes MB.OS

Some people think that it would be impossible for our technology to be included because we haven't achieved the relevant safety standards such as ISO 26262. However when you listen to the video that you linked to, Magnus Östberg talks about the autonomous driving system being mission critical with the brakes and drive-train requiring the highest level of safety standards.

Importantly, at the 2.30 minute mark Magnus states "Then we have areas which are less critical. For example we have voice assistant."

This demonstrates to me that there would be less hoops to jump through as a result, which is why I remain so confident.
 
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manny100

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Further to my previous posts 👆🏻 speculating about a potential BrainChip presence of some kind in Santa Clara, in the heart of Silicon Valley, where tech giants such as AMD, Intel and NVIDIA are headquartered, but also lots of smaller semiconductor companies and start-ups:

Earlier today, I noticed a new job opening listed on the Brainchip website, looking for a Sales Director, US/Bay Area (advertised as being a remote job, though), who “will spearhead the sales initiatives of BrainChip Inc. in the US (Bay Area), focusing on expanding market share, fostering customer relationships, and driving revenue growth. This position is a pivotal member of the sales team, reporting directly to the VP of Global Sales.”

For those among you unfamiliar with the geographical term Bay Area: it refers to the nine California counties surrounding the San Francisco Bay. The Bay Area’s southern part encompasses what has become known as Silicon Valley.

What I find particularly intriguing is the sentence: “Expectation to complete at least one contract/deal within your first year of employment.”


Initially, I was a little puzzled by the word “expand” in the very first of the listed “essential job duties and responsibilities”…

Market Expansion: Develop and implement strategic sales plans to achieve sales targets and expand BrainChip's IP adoption in the US/Bay Area market

… but then I recalled that our first IP license was not signed with Tokyo-headquartered Renesas Electronics Corporation, the Japanese parent company, but with its wholly owned US subsidiary Renesas Electronics America, headquartered in Milpitas, CA, which happens to be in Santa Clara County!

(So if there really is a BrainChip “Santa Clara team”, I suppose they could potentially also be staff assisting Renesas engineers with Akida 2.0 and/or TENNs?)




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View attachment 75229

Thanks, very informative post. All adds to the 2025 will be a great year statement by Sean.
Wise heads it appears have been accumulating holdings last week.
 
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